Stock Analysis

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Goldwin Inc (TYO: 8111): A 50% Gross Margin Business for a 13x P/E

by KonichiValue | 2026-04-29

$8111.T

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Spotify 1Q'26: Recalibrating Expectations

by MBI Deep Dives | 2026-04-29

$SPOT

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Teqnion 2026 Q1 Confirmed the Thesis 🔥

by Slow Compounding | 2026-04-29

$TEQ.ST

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Bloom Energy +15% After Hours — $260 Post-Market. All-Time High Obliterated.

by The Disruptive Investor | 2026-04-28

$BE

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Adobe Expert Insight Interview (No Paywall)

by Speedwell Memos | 2026-04-28

$ADBE

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Roblox: Aggregating the Attention of Next Generation

by MBI Deep Dives | 2026-04-28

$RBLX

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Roblox

by MBI Deep Dives | 2026-04-28

$RBLX

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Deep|TikTok 1Q26 Update: No Visible Impact on META or GOOG Yet

by FUNDA | 2026-04-27

$META

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Deep|DeepSeek V4: The First Model Custom-Built for Non-NVIDIA Chips, Optimized for Cost

by FUNDA | 2026-04-27

$NVDA

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Ally Financial: In Gear

by TSOH Investment Research | 2026-04-27

$ALLY

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Weekly|NVDA Moat Stress Test, DeepSeek V4 Benchmark, AGI at the Door, NOW Disappoints, SpaceX Part 3, TPU 8t/8i Optics Win, Meta & AWS Preview, and More

by FUNDA | 2026-04-26

$META

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Philip Morris International: Centered

by Invariant | 2026-04-26

$PM

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IBP: The valuation gap is there. The timing isn't. Yet.

by Flow Value Investing | 2026-04-24

$IBP

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Adyen update

by scuttleblurb | 2026-04-24

$ADYEY

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Interactive Brokers: Predictions Explosion? (Ticker: IBKR)

by Chit Chat Stocks | 2026-04-24

$IBKR

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Intel is still cheap on price/book value.

by Irrational Analysis | 2026-04-24

$INTC

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Dividend Informer Q1 2026 Update: BlackRock

by Dividend Informer | 2026-04-23

$BLK

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Dividend Informer Q1 2026 Update: Abbott Laboratories

by Dividend Informer | 2026-04-23

$ABT

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Tesla's Terafab Dream

by MBI Deep Dives | 2026-04-23

$TSLA

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Deep|NVDA: Rethinking NVIDIA's Moat in the AI Stack

by FUNDA | 2026-04-23

$NVDA

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Netflix – This 13% Dip Doesn’t Make it a Buy.

by Rijnberk Investinsights | 2026-04-23

$NFLX

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Why is the Nintendo stock dropping like a rock?

by KonichiValue | 2026-04-23

$7974

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WSO: The Consolidation Trade on the Wrong Side

by Flow Value Investing | 2026-04-22

$WSO

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Danaher 1Q'26 Update

by MBI Deep Dives | 2026-04-22

$DHR

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Raysearch: Laser Focused

by Value Zoomer | 2026-04-22

$RAYBS.XD

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Amazon🤝Anthropic: $100B Implications

by The Pragmatic Optimist | 2026-04-22

$AMZN

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Sportradar: The Operating System of Global Sports Data

by CompoundingAlpha | 2026-04-22

$SRAD

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Takeuchi Manufacturing (TYO: 6432): Much more interesting than Komatsu or Caterpillar

by KonichiValue | 2026-04-22

$6432

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Meta's Heterogeneous Fleet

by MBI Deep Dives | 2026-04-21

$META

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Preview|NOW 1Q26: Growth Largely In Line as Macro Stays Choppy; AI Control Tower Emerges as New Narrative

by FUNDA | 2026-04-21

$NOW

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Taiwan Semiconductor – How Can You Not Be Bullish Now? (Q1 Review)

by Rijnberk Investinsights | 2026-04-21

$TSM

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Bachem AG: Riding the “Golden Age of Peptides” with this Hidden Champion from Switzerland

by Value and Opportunity | 2026-04-21

$BANB.SW

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Robertet : reviewing the annual report

by French Hidden Champions | 2026-04-20

$RBT

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Netflix: The Pace Of Change

by TSOH Investment Research | 2026-04-20

$NFLX

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LVMH: From King of Luxury to the Reset

by TQI Capital | 2026-04-20

$MC.PA

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Microsoft: The Best Company In The World Is Too Cheap

by Crack The Market | 2026-04-19

$MSFT

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Weekly|AI Infra, SpaceX Part 2, ASML & TSMC Earnings, TMTB AMA Next Monday, PLTR, AMZN Acquiring GSAT

by FUNDA | 2026-04-19

$ASML

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Review|TSMC 1Q26: AI Demand Remains Robust; Growth Trajectory Unchanged

by FUNDA | 2026-04-17

$TSM

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Review|ASML 1Q26: 2026 Revenue Guidance Upwardly Revised; 2027 EUV Supply Shortage

by FUNDA | 2026-04-17

$ASML

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TSMC 1Q'26 Update

by MBI Deep Dives | 2026-04-17

$TSM

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Does Upwork have a future?

by scuttleblurb | 2026-04-17

$UPWK

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Robertet : good 2025 results…

by French Hidden Champions | 2026-04-17

$RBT

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Can AMD Beat NVIDIA?

by Damnang's Substack | 2026-04-17

$NVDA

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Kraken Robotics: Growing Urgency (Ticker: KRKN.F)

by Chit Chat Stocks | 2026-04-17

$PNG.V

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Deja vu all over again: Allbirds vs. Zapata's 1998 "fish oil to Dot.com" Pivot

by Value and Opportunity | 2026-04-17

$8W80.DU

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ASML 1Q'26 Update

by MBI Deep Dives | 2026-04-16

$ASML

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Chipotle: Recipe For Growth

by TSOH Investment Research | 2026-04-16

$CMG

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M&A Capital Partners (TYO: 6080) VS. Japan’s Demographic Time Bomb

by KonichiValue | 2026-04-16

$6080.T

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ISSCC 2026: NVIDIA & Broadcom CPO, HBM4 & LPDDR6, TSMC Active LSI, Logic-Based SRAM, UCIe-S and More

by SemiAnalysis | 2026-04-15

$AVGO

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Deep|AI Infra 2026: Shifting from "Brain Power" Competition to "Whole-Body" Evolution

by FUNDA | 2026-04-14

$EVVTY

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